Differentiate access areas
The matrix allows us to understand which areas correspond to each role. The example contrasts management functions and commercial work; Actual permissions depend on configuration and assigned role.
Operations / team and permits
Each person sees what they need. Neither more nor less.
Add your team with their role and decide which areas of the platform each role can see.
Roles and access
The role limits what you can consult
Permissions apply to areas of the business, not just its menu.
Permissions by role
| Area | Owner | Administrator | Commercial |
|---|---|---|---|
| Contacts | ✓ | ✓ | ✓ |
| Finance | ✓ | ✓ | — |
| Settings | ✓ | ✓ | — |
| Team | ✓ | ✓ | — |
This is how the route is connected.
- 01Person
- 02Role
- 03Access
Assign according to responsibility
Giving access to one person does not have to open all the business information. Review permissions when your roles change or you stop collaborating with the team.
Roles and access · how it works
Each person enters with the access they need.
The team shares a platform, but not all roles require the same permissions. Roles organize access to business areas and actions.
Invite the team
Add the people who will work on the account and assign their role within the operation.
Apply the role
Owner, administrator and commercial or production roles have different scopes of work.
Stay in control
The owner can grant or revoke access. Permissions apply to menus, pages, and actions; The client accesses your portal.
Roles and access · scope
Team and permissions
in detail.
Roles
- Owner, administrator, closer, setter, media buyer and video editor.
- Your clients enter with their own access, only to their portal.
Permits by area
- Permissions Matrix: Activate or deactivate each area of the platform for each role.
- Permissions are applied in the menu, on each page and on each action.
Access control
- The owner registers each person, changes their role, removes access and returns it.
- A person without access stops being able to enter immediately.
Available in
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Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.